Our Mission

January 31st, 2018

Andy Rothman is an Investment Strategist at Matthews Asia. He is principally responsible for developing research focused on China’s ongoing economic and political developments while also complementing the broader investment team with in-depth analysis on Asia. Prior to joining Matthews Asia in 2014, Andy spent 14 years as CLSA’s China macroeconomic strategist. Previously, Andy spent 17 years in the U.S. Foreign Service with a diplomatic career focused on China, including as head of the macroeconomics and domestic policy office of the U.S. embassy in Beijing.

With the recent upturn in China’s economic growth and mounting trade tensions we sat down with Andy Rothman, an Investment Strategist at Matthews Asia, to discuss major developments in China’s economy, its political situation, and its relations with the United States.

July 27th, 2017

April 28th, 2017

January 31st, 2018

With the enactment of the Tax Cuts and Jobs Act (TCJA), I have revised my December 2017 Commentary to cover the specifics of the new legislation. Notably, the conclusions have not changed; if anything, they are reinforced.

February 16th, 2018

The demographic dividend and the robust working-age population it brings have long since stopped paying in the advanced economies of the world. OECD countries now almost uniformly confront declining birth rates and mounting social welfare costs as retirees outnumber active workers.

Most Recent

January 29th, 2018

On January 29, 2018, GFG convened a private, high level group of select CEOs, Chairmen, and top policy leaders from around the world in New York City to exchange insights on key issues in the global business operating environment.

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